Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,417 | $185,905+96.6% | $170,057+114.9% | $139,487+162.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 17.48% | 60.56%-43.1pp | 53.42%-35.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $839 | $7,597-89.0% | $6,790-87.6% | $4,755-82.4% |
| Participant deferral / active EE | $7,631 | $11,627-34.4% | $10,411-26.7% | $6,713+13.7% |
| Admin fee / account holder | $2,272 | $15,397-85.2% | $12,826-82.3% | $11,407-80.1% |